House Bill 0995 (ER): Relating to Condominiums

STATE REPRESENTATIVE JULIO ROBAINA

H995    GENERAL BILL by Robaina (CO-SPONSORS) L. Garcia; Gibbons; Roberson

(Similar S 2084, Compare H 0679, S 2086)

 

02/19/08 HOUSE Filed
02/28/08 HOUSE Referred to Safety & Security Council; Policy & Budget Council
03/04/08 HOUSE Introduced, referred to Safety & Security Council; Policy & Budget Council 
03/05/08 HOUSE Referred to Courts (SS) by Safety & Security Council
03/10/08 HOUSE On Committee agenda-- Courts (SS), 03/12/08, 8:00 am, 212-K
03/12/08 HOUSE Favorable with 1 amendment(s) by Courts (SS); YEAS 6 -- NAYS 0

04/09/08 HOUSE CS by Safety & Security Council; YEAS 13 NAYS 0
04/11/08 HOUSE On Council agenda-- Policy & Budget Council, 04/15/08, 9:00 am, 212-K --
                 If received; Referred to- Calendar -HJ 00514
04/16/08 HOUSE Placed on Special Order Calendar; Read 2nd time; Amendment(s)
                 adopted

04/16/08 HOUSE  Read 2nd time

04/18/08 HOUSE  Read 3nd time

04/18/08  HOUSE    CS passed as amended; YEAS 110, NAYS 0

04/23/08 SENATE Substituted for CS/CS/SB 2084 Wednesday, April 23, 2008 2:36 PM 

04/23/08 SENATE Read 2nd time Wednesday, April 23, 2008 2:36 PM 

04/24/08 SENATE Read 3rd time Thursday, April 24, 2008 11:12 AM 

04/24/08 SENATE CS passed; YEAS 40 NAYS 0 Thursday, April 24, 2008


1
A bill to be entitled
2 An act relating to community associations; amending s.
3 468.431, F.S.; defining the term "community association
4 management firm"; redefining the term "community
5 association manager" to apply only to natural persons;
6 amending s. 468.4315, F.S.; revising membership criteria
7 for members of the Regulatory Council of Community
8 Association Managers; requiring the council to establish a
9 public education program; providing for council members to
10 serve without compensation but be entitled to receive per
11 diem and travel expenses; providing responsibilities of
12 the council; amending s. 468.432, F.S.; providing for the
13 licensure of community association management firms;
14 providing application, licensure, and fee requirements;
15 providing for the cancellation of the license of a
16 community association management firm under certain
17 circumstances; providing that such firm or similar
18 organization agrees that, by being licensed, it shall
19 employ only licensed persons providing certain services;
20 amending s. 468.433, F.S.; providing for the refusal of an
21 applicant certification under certain circumstances;
22 amending s. 468.436, F.S.; requiring the Department of
23 Business and Professional Regulation to investigate
24 certain complaints and allegations; providing complaint
25 and investigation procedures; providing grounds for which
26 disciplinary action may be taken; amending s. 718.111,
27 F.S.; providing that a director of the association who
28 abstains from voting on any action taken on any corporate
29 matter shall be presumed to have taken no position with
30 regard to the action; providing duties of officers,
31 directors, and agents of a condominium association and
32 liability for monetary damages under certain
33 circumstances; providing that a person who knowingly or
34 intentionally fails to create or maintain, or who defaces
35 or destroys certain records, is subject to civil penalties
36 as prescribed by state law; requiring that a copy of the
37 inspection report be maintained as an official record of
38 the association; requiring official records of the
39 association to be maintained for a specified minimum
40 period and be made available at certain locations and in
41 specified formats; providing that any person who knowingly
42 or intentionally defaces, destroys, or fails to create or
43 maintain accounting records is subject to civil and
44 criminal sanctions; prohibiting accessibility to certain
45 personal identifying information of unit owners by fellow
46 unit owners; requiring that the Division of Florida Land
47 Sales, Condominiums, and Mobile Homes of the Department of
48 Business and Professional Regulation adopt certain rules;
49 requiring certain audits and reports to be paid for by the
50 developer if done before control of the association is
51 turned over; restricting a condominium association from
52 waiving a financial report for more than a specified
53 period; amending s. 718.112, F.S.; prohibiting a voting
54 interest or a consent right allocated to a unit owner from
55 being exercised under certain circumstances; requiring the
56 board to address certain agenda items proposed by a
57 petition of a specified percentage of the unit owners;
58 providing requirements for the location of annual unit
59 owner meetings; revising terms of service for board
60 members; prohibiting certain persons from serving on the
61 board; requiring the association to provide a
62 certification form to unit owners for specified purposes;
63 authorizing an association consisting of a specified
64 maximum number of units to provide for different voting
65 and election procedures in its bylaws by affirmative vote
66 of a majority of the association's voting interests;
67 revising requirements related to the annual budget;
68 requiring proxy questions relating to reserves to contain
69 a specified statement; providing for the removal of board
70 members under certain circumstances; requiring that
71 directors who are delinquent in certain payments owed in
72 excess of certain periods of time be suspended from office
73 or deemed to have abandoned their offices; requiring that
74 directors charged with certain offenses involving an
75 association's funds or property be suspended from office
76 pending resolution of the charge; providing for the
77 reinstatement of such officers or directors under certain
78 circumstances; amending s. 718.1124, F.S.; providing that
79 any unit owner may give notice of his or her intent to
80 apply to the circuit court for the appointment of a
81 receiver to manage the affairs of the association under
82 certain circumstances; providing a form for such notice;
83 providing for the delivery of such notice; providing
84 procedures for resolving a petition submitted pursuant to
85 such notice; requiring that all unit owners be provided
86 written notice of the appointment of a receiver; amending
87 s. 718.113, F.S.; providing a statement of clarification;
88 authorizing the board to install certain hurricane
89 protection; prohibiting the board from installing
90 hurricane shutters under certain circumstances; providing
91 for the maintenance, repair, and replacement of hurricane
92 shutters or other hurricane protection; providing that a
93 vote of the owners is not required under certain
94 conditions; prohibiting a board from refusing to approve
95 the installation or replacement of hurricane shutters by a
96 unit owner under certain conditions; requiring that the
97 board inspect certain condominium buildings and issue a
98 report thereupon; providing an exception; prohibiting the
99 board from refusing a request for reasonable accommodation
100 for the attachment to a unit of religious objects meeting
101 certain size specifications; amending s. 718.115, F.S.;
102 providing the expense of installation, replacement,
103 operation, repair, and maintenance of hurricane shutters
104 or other hurricane protection shall constitute either a
105 common expense or shall be charged individually to the
106 unit owners under certain conditions; amending s. 718.117,
107 F.S.; requiring that all unit owners be provided written
108 notice of the appointment of a receiver; providing for the
109 delivery of such notice; amending s. 718.121, F.S.;
110 providing requirements and restrictions for liens filed by
111 the association against a condominium unit; providing for
112 notice and delivery thereof; creating s. 718.1224, F.S.;
113 prohibiting strategic lawsuits against public
114 participation; providing legislative findings and intent;
115 prohibiting a governmental entity, business organization,
116 or individual from filing certain lawsuits made upon
117 specified bases against a unit owner; providing rights of
118 a unit owner who has been served with such a lawsuit;
119 providing procedures for the resolution of claims that
120 such suit violates certain provisions of state law;
121 providing for the award of damages and attorney's fees;
122 prohibiting associations from expending association funds
123 in prosecuting such a suit against a unit owner; amending
124 s. 718.1255, F.S.; revising legislative intent concerning
125 alternative dispute resolution; creating s. 718.1265,
126 F.S.; authorizing an association to exercise certain
127 powers in instances involving damage caused by an event
128 for which a state of emergency has been declared; limiting
129 the applicability of such powers; creating s. 718.127,
130 F.S.; requiring that all unit owners be provided written
131 notice of the appointment of a receiver; providing for the
132 delivery of such notice; amending s. 718.301, F.S.;
133 providing circumstances under which unit owners other than
134 a developer may elect not fewer than a majority of the
135 members of the board of administration of an association;
136 requiring a turnover inspection report; requiring that the
137 report contain certain information; amending s. 718.3025,
138 F.S.; requiring that maintenance and management services
139 contracts disclose certain information; amending s.
140 718.3026, F.S.; revising a provision authorizing certain
141 associations to opt out of provisions relating to
142 contracts for products and services; removing provisions
143 relating to competitive bid requirements for contracts
144 executed before a specified date; providing requirements
145 for any contract or transaction between an association and
146 one or more of its directors or any other entity in which
147 one or more of its directors are directors or officers or
148 have a financial interest; amending s. 718.303, F.S.;
149 providing that hearings regarding noncompliance with a
150 declaration be held before certain persons; amending s.
151 718.501, F.S.; providing authority and responsibilities of
152 the division; providing for enforcement actions brought by
153 the division in its own name; providing for the imposition
154 of penalties by the division; requiring that the division
155 issue a subpoena requiring production of certain requested
156 records under certain circumstances; providing for the
157 issuance of notice of a declaratory statement with respect
158 to documents governing a condominium community; requiring
159 that the division provide training and education for
160 condominium association board members and unit owners;
161 authorizing the division to include certain training
162 components and review or approve training programs offered
163 by providers; requiring that certain individuals cooperate
164 with the division in any investigation conducted by the
165 division; amending s. 718.5012, F.S.; providing additional
166 powers of the ombudsman; amending s. 718.50151, F.S.;
167 redesignating the Advisory Council on Condominiums as the
168 "Community Association Living Study Council"; providing
169 for the creation of the council; revising legislative
170 intent with respect to the appointment of council members;
171 providing functions of the council; amending s. 718.503,
172 F.S.; providing for disclosure of certain information upon
173 the sale of a unit by a nondeveloper; requiring the
174 provision of a governance form by the seller to the
175 prospective buyer; requiring that such form contain
176 certain information and a specified statement; providing
177 an effective date.
178
179 Be It Enacted by the Legislature of the State of Florida:
180
181      Section 1.  Section 468.431, Florida Statutes, is amended
182 to read:
183      468.431  Definitions.--  As used in this part:
184      (1)  "Community association" means a residential
185 homeowners' association in which membership is a condition of
186 ownership of a unit in a planned unit development, or of a lot
187 for a home or a mobile home, or of a townhouse, villa,
188 condominium, cooperative, or other residential unit which is
189 part of a residential development scheme and which is authorized
190 to impose a fee which may become a lien on the parcel.
191      (2)  "Community association management" means any of the
192 following practices requiring substantial specialized knowledge,
193 judgment, and managerial skill when done for remuneration and
194 when the association or associations served contain more than 10
195 50 units or have an annual budget or budgets in excess of
196 $100,000: controlling or disbursing funds of a community
197 association, preparing budgets or other financial documents for
198 a community association, assisting in the noticing or conduct of
199 community association meetings, and coordinating maintenance for
200 the residential development and other day-to-day services
201 involved with the operation of a community association. A person
202 who performs clerical or ministerial functions under the direct
203 supervision and control of a licensed manager or who is charged
204 only with performing the maintenance of a community association
205 and who does not assist in any of the management services
206 described in this subsection is not required to be licensed
207 under this part.
208      (3)  "Community association management firm" means a
209 corporation, limited liability company, partnership, trust,
210 association, sole proprietorship, or other similar organization
211 engaging in the business of community association management for
212 the purpose of providing any of the services described in
213 subsection (2).
214      (4)(3)  "Community association manager" means a natural
215 person who is licensed pursuant to this part to perform
216 community association management services.
217      (5)(4)  "Council" means the Regulatory Council of Community
218 Association Managers.
219      (6)(5)  "Department" means the Department of Business and
220 Professional Regulation.
221      Section 2.  Section 468.4315, Florida Statutes, is amended
222 to read:
223      468.4315  Regulatory Council of Community Association
224 Managers.--
225      (1)  The Regulatory Council of Community Association
226 Managers is created within the department and shall consist of
227 seven members appointed by the Governor and confirmed by the
228 Senate.
229      (a)  Five members of the council shall be licensed
230 community association managers, one of whom may shall be a
231 community association manager employed by a timeshare managing
232 entity as described in ss. 468.438 and 721.13, who have held an
233 active license for at least 5 years. The remaining two council
234 members shall be residents of this state, and must not be or
235 ever have been connected with the business of community
236 association management, and shall not be prohibited from serving
237 because the member is or has been a resident or board member of
238 a community association.
239      (b)  The Governor shall appoint members for terms of 4
240 years. Such members shall serve until their successors are
241 appointed. Members' service on the council shall begin upon
242 appointment and shall continue until their successors are
243 appointed.
244      (2)  The council may adopt rules relating to the licensure
245 examination, continuing education requirements, continuing
246 education providers, fees, and professional practice standards
247 to assist the department in carrying out the duties and
248 authorities conferred upon the department by this part.
249      (3) To the extent the council is authorized to exercise
250 functions otherwise exercised by a board pursuant to chapter
251 455, the provisions of chapter 455 and s. 20.165 relating to
252 regulatory boards shall apply, including, but not limited to,
253 provisions relating to board rules and the accountability and
254 liability of board members. All proceedings and actions of the
255 council are subject to the provisions of chapter 120. In
256 addition, the provisions of chapter 455 and s. 20.165 shall
257 apply to the department in carrying out the duties and
258 authorities conferred upon the department by this part.
259      (4)  The council may establish a public education program
260 relating to professional community association management.
261      (5)  Members of the council shall serve without
262 compensation but are entitled to receive per diem and travel
263 expenses pursuant to s. 112.061 while carrying out business
264 approved by the council.
265      (6)  The responsibilities of the council shall include, but
266 not be limited to:
267      (a)  Receiving input regarding issues of concern with
268 respect to community association management and recommendations
269 for changes in applicable laws.
270      (b)  Reviewing, evaluating, and advising the division
271 concerning revisions and adoption of rules affecting community
272 association management.
273      (c)  Recommending improvements, if needed, in the education
274 programs offered by the division.
275      Section 3.  Section 468.432, Florida Statutes, is amended
276 to read:
277      468.432  Licensure of community association managers and
278 community association management firms; exceptions.--
279      (1)  A person shall not manage or hold herself or himself
280 out to the public as being able to manage a community
281 association in this state unless she or he is licensed by the
282 department in accordance with the provisions of this part.
283 However, nothing in this part prohibits any person licensed in
284 this state under any other law or court rule from engaging in
285 the profession for which she or he is licensed.
286      (2)  As of January 1, 2009, a community association
287 management firm or other similar organization responsible for
288 the management of more than 10 units or a budget of $100,000 or
289 greater shall not engage or hold itself out to the public as
290 being able to engage in the business of community association
291 management in this state unless it is licensed by the department
292 as a community association management firm in accordance with
293 the provisions of this part.
294      (a)  A community association management firm or other
295 similar organization desiring to be licensed as a community
296 association management firm shall apply to the department on a
297 form approved by the department together with the application
298 and licensure fees required by s. 468.435(1)(a) and (c). Each
299 community association management firm applying for licensure
300 under this subsection must be actively registered and authorized
301 to do business in this state.
302      (b)  Each applicant shall designate on its application a
303 licensed community association manager who shall be required to
304 respond to all inquires from and investigations by the
305 department or division.
306      (c)  Each licensed community association management firm
307 shall notify the department within 30 days after any change of
308 information contained in the application upon which licensure is
309 based.
310      (d)  Community association management firm licenses shall
311 expire on September 30 of odd-numbered years and shall be
312 renewed every 2 years. An application for renewal shall be
313 accompanied by the renewal fee as required by s. 468.435(1)(d).
314      (e)  The department shall license each applicant whom the
315 department certifies as meeting the requirements of this
316 subsection.
317      (f)  If the license of at least one individual active
318 community association manager member is not in force, the
319 license of the community association management firm or other
320 similar organization is canceled automatically during that time.
321      (g)  Any community association management firm or other
322 similar organization agrees by being licensed that it will
323 employ only licensed persons in the direct provision of
324 community association management services as described in s.
325 468.431(3).
326      (2)  Nothing in this part prohibits a corporation,
327 partnership, trust, association, or other like organization from
328 engaging in the business of community association management
329 without being licensed if it employs licensed natural persons in
330 the direct provision of community association management
331 services. Such corporation, partnership, trust, association, or
332 other organization shall also file with the department a
333 statement on a form approved by the department that it submits
334 itself to the rules of the council and the department and the
335 provisions of this part which the department deems applicable.
336      Section 4.  Subsections (2) and (4) of section 468.433,
337 Florida Statutes, are amended to read:
338      468.433  Licensure by examination.--
339      (2)  The department shall examine each applicant who is at
340 least 18 years of age, who has successfully completed all
341 prelicensure education requirements, and who the department
342 certifies is of good moral character.
343      (a)  Good moral character means a personal history of
344 honesty, fairness, and respect for the rights of others and for
345 the laws of this state and nation.
346      (b)  The department may refuse to certify an applicant only
347 if:
348      1.  There is a substantial connection between the lack of
349 good moral character of the applicant and the professional
350 responsibilities of a community association manager; and
351      2.  The finding by the department of lack of good moral
352 character is supported by clear and convincing evidence; or
353      3.  The applicant is found to have provided management
354 services requiring licensure without the requisite license.
355      (c)  When an applicant is found to be unqualified for a
356 license because of a lack of good moral character, the
357 department shall furnish the applicant a statement containing
358 its findings, a complete record of the evidence upon which the
359 determination was based, and a notice of the rights of the
360 applicant to a rehearing and appeal.
361      (d)  The council shall establish by rule the required
362 amount of prelicensure education, which shall consist of not
363 more than 24 hours of in-person instruction by a department-
364 approved provider and which shall cover all areas of the
365 examination specified in subsection (3). Such instruction shall
366 be completed within 12 months prior to the date of the
367 examination. Prelicensure education providers shall be
368 considered continuing education providers for purposes of
369 establishing provider approval fees. A licensee shall not be
370 required to comply with the continuing education requirements of
371 s. 468.4337 prior to the first license renewal. The department
372 shall, by rule, set standards for exceptions to the requirement
373 of in-person instruction in cases of hardship or disability.
374      (4)  The department shall issue a license to practice in
375 this state as a community association manager to any qualified
376 applicant who successfully completes the examination in
377 accordance with this section and pays the appropriate fee.
378      Section 5.  Section 468.436, Florida Statutes, is amended
379 to read:
380      468.436  Disciplinary proceedings.--
381      (1)  The department shall investigate complaints and
382 allegations of a violation of this part or chapter 455, or any
383 rule adopted thereunder, filed against community association
384 managers or firms and forwarded from other divisions under the
385 Department of Business and Professional Regulation. After a
386 complaint is received, the department shall conduct its inquiry
387 with due regard to the interests of the affected parties. Within
388 30 days after receipt of a complaint, the department shall
389 acknowledge the complaint in writing and notify the complainant
390 whether or not the complaint is within the jurisdiction of the
391 department and whether or not additional information is needed
392 by the department from the complainant. The department shall
393 conduct an investigation and shall, within 90 days after receipt
394 of the original complaint or of a timely request for additional
395 information, take action upon the complaint. However, the
396 failure to complete the investigation within 90 days does not
397 prevent the department from continuing the investigation,
398 accepting or considering evidence obtained or received after 90
399 days, or taking administrative action if reasonable cause exists
400 to believe that a violation of this part or chapter 455, or a
401 rule of the department has occurred. If an investigation is not
402 completed within the time limits established in this subsection,
403 the department shall, on a monthly basis, notify the complainant
404 in writing of the status of the investigation. When reporting
405 its action to the complainant, the department shall inform the
406 complainant of any right to a hearing pursuant to ss. 120.569
407 and 120.57.
408      (2)(1)  The following acts constitute grounds for which the
409 disciplinary actions in subsection (4) (3) may be taken:
410      (a)  Violation of any provision of s. 455.227(1).
411      (b)1.  Violation of any provision of this part.
412      2.  Violation of any lawful order or rule rendered or
413 adopted by the department or the council.
414      3.  Being convicted of or pleading nolo contendere to a
415 felony in any court in the United States.
416      4.  Obtaining a license or certification or any other
417 order, ruling, or authorization by means of fraud,
418 misrepresentation, or concealment of material facts.
419      5.  Committing acts of gross misconduct or gross negligence
420 in connection with the profession.
421      6.  Contracting, on behalf of an association, with any
422 entity in which the licensee has a financial interest that is
423 not disclosed.
424      (3)(2)  The council shall specify by rule the acts or
425 omissions that constitute a violation of subsection (2) (1).
426      (4)(3)  When the department finds any community association
427 manager or firm guilty of any of the grounds set forth in
428 subsection (2) (1), it may enter an order imposing one or more
429 of the following penalties:
430      (a)  Denial of an application for licensure.
431      (b)  Revocation or suspension of a license.
432      (c)  Imposition of an administrative fine not to exceed
433 $5,000 for each count or separate offense.
434      (d)  Issuance of a reprimand.
435      (e)  Placement of the community association manager on
436 probation for a period of time and subject to such conditions as
437 the department specifies.
438      (f)  Restriction of the authorized scope of practice by the
439 community association manager.
440      (5)(4)  The department may shall reissue the license of a
441 disciplined community association manager or firm upon
442 certification by the department that the disciplined person or
443 firm has complied with all of the terms and conditions set forth
444 in the final order.
445      Section 6.  Paragraph (b) of subsection (1) and subsections
446 (12) and (13) of section 718.111, Florida Statutes are amended,
447 and paragraph (d) is added to subsection (1) of that section, to
448 read:
449      718.111  The association.--
450      (1)  CORPORATE ENTITY.--
451      (b)  A director of the association who is present at a
452 meeting of its board at which action on any corporate matter is
453 taken shall be presumed to have assented to the action taken
454 unless he or she votes against such action or abstains from
455 voting in respect thereto because of an asserted conflict of
456 interest. A director of the association who abstains from voting
457 on any action taken on any corporate matter shall be presumed to
458 have taken no position with regard to the action. Directors may
459 not vote by proxy or by secret ballot at board meetings, except
460 that officers may be elected by secret ballot. A vote or
461 abstention for each member present shall be recorded in the
462 minutes.
463      (d)  As required by s. 617.0830, an officer, director, or
464 agent shall discharge his or her duties in good faith, with the
465 care an ordinarily prudent person in a like position would
466 exercise under similar circumstances, and in a manner he or she
467 reasonably believes to be in the interests of the association.
468 An officer, director, or agent shall be liable for monetary
469 damages as provided in s. 617.0834 if such officer, director, or
470 agent breached or failed to perform his or her duties and the
471 breach of, or failure to perform, his or her duties constitutes
472 a violation of criminal law as provided in s. 617.0834;
473 constitutes a transaction from which the officer or director
474 derived an improper personal benefit, either directly or
475 indirectly; or constitutes recklessness or an act or omission
476 that was  in bad faith, with malicious purpose, or in a manner
477 exhibiting wanton and willful disregard of human rights, safety,
478 or property.
479      (12)  OFFICIAL RECORDS.--
480      (a)  From the inception of the association, the association
481 shall maintain each of the following items, when applicable,
482 which shall constitute the official records of the association:
483      1.  A copy of the plans, permits, warranties, and other
484 items provided by the developer pursuant to s. 718.301(4).
485      2.  A photocopy of the recorded declaration of condominium
486 of each condominium operated by the association and of each
487 amendment to each declaration.
488      3.  A photocopy of the recorded bylaws of the association
489 and of each amendment to the bylaws.
490      4.  A certified copy of the articles of incorporation of
491 the association, or other documents creating the association,
492 and of each amendment thereto.
493      5.  A copy of the current rules of the association.
494      6.  A book or books which contain the minutes of all
495 meetings of the association, of the board of administration
496 directors, and of unit owners, which minutes shall be retained
497 for a period of not less than 7 years.
498      7.  A current roster of all unit owners and their mailing
499 addresses, unit identifications, voting certifications, and, if
500 known, telephone numbers. The association shall also maintain
501 the electronic mailing addresses and the numbers designated by
502 unit owners for receiving notice sent by electronic transmission
503 of those unit owners consenting to receive notice by electronic
504 transmission. The electronic mailing addresses and numbers
505 provided by unit owners to receive notice by electronic
506 transmission shall be removed from association records when
507 consent to receive notice by electronic transmission is revoked.
508 However, the association is not liable for an erroneous
509 disclosure of the electronic mail address or the number for
510 receiving electronic transmission of notices.
511      8.  All current insurance policies of the association and